What We Do | Trust Point | La Crosse, Eau Claire, Minneapolis
What We Do

Trust Point Helps You Build Wealth Without Worry

Life is a series of planned and unplanned events, some more complex than others.  For over a century, we have helped individuals, families, non-profit organizations and businesses preserve and increase their wealth during life’s ups and downs. With the fiduciary standard as our guide, we build long-lasting relationships, taking the time to get to know you and understand what you want to achieve.

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Trust & Estate Services

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Investments &
Wealth Management

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401(k) Plans

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Foundations &

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Family Office

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Emerj360 offers all the conveniences of digital investing, plus the added benefit of personalized service from our team of financial professionals when you need it.  For individual investors with $50,000 – $500,000 in assets.

Trust Point’s wealth management offers comprehensive trust & estate services, financial planning, investment management, retirement planning, non-profit & foundation services, and corporate retirement plans.

The Trust Point Family Office is a specialized division serving the unique needs of ultra-high-net-worth individuals. No matter how complex your portfolio is, we’ll provide our experience and expertise to propose sophisticated, personalized wealth management services.

News & Insights

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Weekly Market Update

Weekly Market Update: Each week we will offer a very brief market update to help keep you informed on the latest. Want...
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How to save money for retirement

SECURE 2.0 Act Paves the Way for Big Changes

*Please Note: A video overview of Secure 2.0 provisions can be found at the bottom of this blog. The SECURE 2.0 Act...
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Two elderly individuals looking at a computer making a retirement income plan

5 Critical Steps for Creating a Retirement Income Plan

We’ve said it before, and we’ll say it again: It’s never too early to start planning for retirement. Taking the first step...
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Preserve & Increase Your Wealth

We provide peace of mind for you and your family, taking care of your financial complexities so you can focus on what matters most.

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